Filed February 28, 2022
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,450 | $94,529-68.8% | $140,019-79.0% | $64,173-54.1% |
| Participation rate | 82.9% | 84.1%-1.2pp | 87.5%-4.6pp | 69.6%+13.3pp |
| Annual return | 1.71% | 7.77%-6.1pp | 651.17%-649.5pp | 7.63%-5.9pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,318 | $5,250-36.8% | $6,927-52.1% | $3,470-4.4% |
| Admin fee / account holder | $1,523 | $6,741-77.4% | $10,705-85.8% | $4,887-68.8% |